BCH

Berkshire Capital Holdings Portfolio holdings

AUM $302M
1-Year Est. Return 101.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+101.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$20.2M
3
+$16.1M
4
AGX icon
Argan
AGX
+$13.1M
5
RBLX icon
Roblox
RBLX
+$9.58M

Top Sells

1
+$17.2M
2
+$14.9M
3
+$13.4M
4
CRDO icon
Credo Technology Group
CRDO
+$13.1M
5
ROKU icon
Roku
ROKU
+$13.1M

Sector Composition

1 Technology 38.58%
2 Consumer Discretionary 19.78%
3 Financials 11.31%
4 Communication Services 10.55%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VST icon
51
Vistra
VST
$53.9B
$1.96K ﹤0.01%
10
ALAB icon
52
Astera Labs
ALAB
$30.8B
$1.96K ﹤0.01%
10
SE icon
53
Sea Limited
SE
$67.5B
$1.79K ﹤0.01%
+10
MU icon
54
Micron Technology
MU
$421B
$1.67K ﹤0.01%
10
QCOM icon
55
Qualcomm
QCOM
$149B
$1.66K ﹤0.01%
10
AMD icon
56
Advanced Micro Devices
AMD
$353B
$1.62K ﹤0.01%
10
-58,490
VRT icon
57
Vertiv
VRT
$76.7B
$1.51K ﹤0.01%
10
-88,850
SHOP icon
58
Shopify
SHOP
$167B
$1.49K ﹤0.01%
10
ANET icon
59
Arista Networks
ANET
$180B
$1.46K ﹤0.01%
10
CIEN icon
60
Ciena
CIEN
$41.3B
$1.46K ﹤0.01%
10
CRDO icon
61
Credo Technology Group
CRDO
$24.8B
$1.46K ﹤0.01%
10
-90,230
DDOG icon
62
Datadog
DDOG
$46.2B
$1.42K ﹤0.01%
10
DELL icon
63
Dell
DELL
$82.7B
$1.42K ﹤0.01%
10
ARM icon
64
Arm
ARM
$138B
$1.42K ﹤0.01%
10
LRCX icon
65
Lam Research
LRCX
$280B
$1.34K ﹤0.01%
10
CRCL
66
Circle Internet Group
CRCL
$14.4B
$1.33K ﹤0.01%
10
-31,540
WDC icon
67
Western Digital
WDC
$89B
$1.2K ﹤0.01%
10
NTAP icon
68
NetApp
NTAP
$20.8B
$1.19K ﹤0.01%
10
IGV icon
69
iShares Expanded Tech-Software Sector ETF
IGV
$6.22B
$1.15K ﹤0.01%
10
OKLO
70
Oklo
OKLO
$11.3B
$1.12K ﹤0.01%
10
COHR icon
71
Coherent
COHR
$43.4B
$1.08K ﹤0.01%
10
ROKU icon
72
Roku
ROKU
$13.5B
$1K ﹤0.01%
10
-130,370
UBER icon
73
Uber
UBER
$154B
$980 ﹤0.01%
10
OKTA icon
74
Okta
OKTA
$15.6B
$917 ﹤0.01%
10
BE icon
75
Bloom Energy
BE
$42.1B
$846 ﹤0.01%
+10
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3
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